Our clients share their experiences investing with Palmo

Avital Drori: Investing in Greece Without a Business Background

"If I had to sum up this process with Palmo in a word or two, I'd say 'a pleasure' and 'interesting.'"

Avital Drori didn’t go on a trip to Greece with the intention of finding a real estate investment. Her encounter with the Palmo team happened by chance, but that unplanned meeting led her to take a closer look at the building, the project, and the possibility of purchasing a property in the country.

Avital says she doesn't come from the business world. Therefore, before making a decision, it was important to her to receive clear explanations and to feel that she could ask even basic questions without being expected to already be familiar with the technical terms.

Her connection wasn't just about the deal. She describes falling in love with the building, the project, and, above all, the people she met. She says that the team's professionalism, patience, and the feeling that they were on the same wavelength gave her the confidence she needed to move forward.

A Brief Overview of Avital Drori's Story

  • The starting point: A chance encounter with the Palmo team during a trip to Greece
  • Her background: She does not come from the business world
  • What she needed: clear explanations, patience, and personalized support
  • What drew her in: the building, the project, and the connection with people
  • Why Greece was a good fit for her: its proximity to Israel, prices she found attractive, and tax considerations
  • What reinforced her decision: a sense of trust and the ability to understand the process
  • How she summed up the experience: “A pleasure” and “interesting”

From a Chance Encounter to a Serious Investment Opportunity

Avital’s story began differently from a typical investment process. She didn’t come to a meeting in Israel after several months of research; rather, she met with the Palmo team while she was already in Greece. The meeting allowed her to get to know the people and the project within the context of the investment.

A chance encounter can open a door, but it is not enough on its own to make a decision. For Avital, that initial connection led to a process of questions, explanations, and a deeper understanding of the opportunity before her.

That’s how the initial impression turned into a practical evaluation. Avital wasn’t just drawn to the presentation or the general idea of investing abroad, but to a specific building, a specific project, and the people who would be guiding her along the way.

Investing Without Coming from the Business World

Avital explicitly states that she is not a businesswoman. This statement is important because it represents many people who have accumulated wealth or have disposable income but do not deal with real estate, finance, or investments as part of their day-to-day work.

A lack of business background does not mean it is impossible to evaluate an investment, but it does make clear language all the more important. An investor in Avital’s situation needs to understand what she is purchasing, what steps to expect, who is responsible for each action, and what the documents she is signing entail.

According to her, the Palmo team patiently explained the details to her and didn't make her feel as though she was supposed to know the answers in advance. The ability to pause, ask questions, and receive explanations was a key part of the sense of security she felt.

Explanations that allow the investor to remain in control of the decision

Good advisory services are not meant to make decisions on the investor’s behalf. Their role is to present the information in a way that allows the investor to understand the options and decide how to proceed.

For Avital, the explanations served as a bridge between her emotional connection to the project and her ability to view it as a business transaction. She was able to form an impression of the building and the people, while at the same time gaining a better understanding of the process she was embarking on.

Her story illustrates why it’s important for guidance to be accessible even to people who aren’t familiar with the professional jargon. When information is explained in plain language, investors can participate in the decision-making process rather than relying solely on personal trust.

Why was Greece a good fit for Avital?

Avital points out several factors that made Greece a suitable option for her. The first is its geographical proximity to Israel. A property located a relatively short flight away may feel more accessible than one in a distant destination, especially when the investor wants to visit and see the place for herself.

She also took into account the prices, which she found attractive, and the tax considerations presented as part of the deal. These were part of her personal considerations when making the decision, along with her connection to the project and the team.

Tax considerations vary from investor to investor and depend, among other things, on the ownership structure, the investor’s personal circumstances, and the rules applicable in Israel and Greece. In Avital’s case, they were part of the overall picture that led her to take an interest, but the decision was not based on any single factor.

Fall in Love with the Project—and Still Understand the Deal

Avital says she fell in love with the building and the project. A connection like that can be meaningful, especially when the property is located in a country that the investor enjoys visiting and feels a close connection to.

Being drawn to a property does not preclude a thorough review. On the contrary: when a property sparks enthusiasm, it is especially important to take the time to understand the terms, costs, and responsibilities involved in owning it.

With Avital, the explanations and guidance allowed her to connect the two parts. On the one hand, she felt a genuine connection to the place and the people; on the other hand, she was able to go through a process where she could ask questions, understand, and move forward at a pace that suited her.

This guide to buying a home in Greece outlines the key steps involved, from selecting a property through legal due diligence, signing the contract, and registering ownership.

The People Behind the Investment

One of the recurring themes in Avital’s story is her relationship with the Palmo team. She doesn’t just describe their professional competence, but also people who, in her view, were “on the same wavelength” and treated her with personal attention.

When investing outside of Israel, the people who guide the process become a significant part of the experience. They serve as information hubs, explain the process, and act as intermediaries between the investor and the activities taking place in another country.

For Avital, the personal connection did not replace the professional explanations but existed alongside them. Connecting with people created an openness to ask questions, and the patience she was shown allowed her to feel that she understood how the investment was progressing.

Why does Avital describe the process as “enjoyable and interesting”?

The word “pleasure” reflects Avital’s positive experience with the team and the process. She felt that she was treated with personal attention, patience, and reassurance, even though she had no prior knowledge of the investment world.

The word “interesting” points to another dimension. For her, the process was not just a financial transaction, but an entry into a new world: an introduction to investing in another country, to a real estate project, and to a way of working that was not part of her professional background.

Together, these two words sum up what was meaningful to her. On the one hand, it was a pleasant and accessible process; on the other hand, it was an opportunity to learn about and explore a new field without feeling like she was facing it alone.

What can we learn from Avital Drori's story?

Avital represents investors—both men and women—who are interested in overseas real estate but are put off by the technical jargon and the feeling that they need to understand every term and every step in advance.

Her story shows that a well-explained process can bridge this gap. Instead of hiding a lack of experience or making a decision based solely on a gut feeling, you can ask questions and get a clearer picture of the deal.

In her case, the chance encounter led to her involvement in the project, but it was the explanations, patience, and personal attention that enabled her to turn her interest into a decision. This is not an investment chosen solely because of the price or distance, but rather because of a combination of the location, the project, and the people.

How did Avital Drori meet Palmo?

Avital met the Palmo team by chance while on a trip to Greece. This encounter led her to learn about the building and the project and to explore the possibilityof investing in real estate in Greece.

Did Avital have any previous experience in the business world?

She said she doesn't come from the business world. That's why it was important to her to receive detailed and patient explanations and to feel that she understood the process before making a decision.

What attracted Avital to investing in Greece?

Avital felt a connection to the building, the project, and the people. She also mentioned the proximity to Israel, the prices she found attractive, and tax considerations as part of the overall picture she was evaluating.

What was important to her about working with Palmo?

It was important to her to receive personalized support, explanations in plain language, and someone available to answer her questions. Her connection with the team and the sense that they were working professionally and patiently reinforced her confidence in the process.

Want to learn about investing in Greece even without any prior experience?

Avital Drori did not come from the business world, nor did she start out with a clear plan to purchase a property. A chance encounter in Greece led her to discover a project and meet people with whom she connected, and the guidance she received allowed her to ask questions, gain insight, and make a decision based on a sense of involvement.

During an introductory meeting, you’ll learn about the projects available in Greece, receive an explanation of the purchase process, and assess whether any of them fit your budget, goals, and desired level of involvement.

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